NgoMeyi, izinkampani eziningi ezihamba phambili zamaphepha zamemezela ukwenyuka kwamanani emikhiqizo yazo yephepha. Phakathi kwazo, i-Sun Paper yenyuse intengo yayo yonke imikhiqizo yokumboza ngama-yuan ayi-100/ton kusukela ngo-May 1. I-Chenming Paper ne-Bohui Paper zizonyusa intengo yemikhiqizo yazo yephepha elinamekiwe ngo-RMB 100/ton kusukela ngoMeyi.
Esimweni sokwehla kwakamuva ngokushesha kwentengo ye-pulp yezinkuni kanye nokubuyiswa kohlangothi lwesidingo, ngokubona kwabaningi abangaphakathi embonini, lokhu kukhuphuka kwentengo yezinkampani ezihamba phambili zephepha kunencazelo enamandla "yokubiza ukwanda".ibhokisi likashokoledi
Umhlaziyi wemboni uhlaziyele intatheli ye-“Securities Daily”: “Ukusebenza kwemboni kuyaqhubeka nokuba ngaphansi kwengcindezi, futhi intengo ye-wood pulp muva nje ‘yehle kakhulu.’ Ngokudlala umdlalo ‘wokukhala phezulu’, kulindeleke futhi ukuthi inzuzo izobuyiselwa.”
Umdlalo omile phakathi komfula okhuphukayo kanye nozansi nomkhakha wokwenza amaphepha
Ngekota yokuqala yalo nyaka, imboni yephepha iqhubekile nokuba ngaphansi kwengcindezi kusukela ngo-2022, ikakhulukazi lapho isidingo sokugcina singathuthukisiwe kakhulu. Isikhathi sokuphumula sokulungiswa kanye nezintengo zephepha ziyaqhubeka nokwehla.ikesi likagwayi elivamile
Ukusebenza kwezinkampani ezisohlwini lwezinkampani ezingama-23 emkhakheni wokwenza amaphepha wasekhaya we-A-share kwikota yokuqala ngokuvamile kwakungekuhle, futhi kuhlukile esimweni esiphelele somkhakha wokwenza amaphepha ngo-2022 “esikhulise imali engenayo ngaphandle kokukhuphuka kwenzuzo”. Azikho izinkampani ezimbalwa ezine-double downs.
Ngokusho kwedatha evela e-Oriental Fortune Choice, phakathi kwezinkampani ezingu-23, izinkampani ezingu-15 zibonise ukwehla kwemali engenayo yokusebenza engxenyeni yokuqala yalo nyaka uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule; Izinkampani eziyisi-7 zibe nokulahlekelwa kokusebenza.
Kodwa-ke, kusukela ekuqaleni kwalo nyaka, uhlangothi lokuhlinzekwa kwempahla eluhlaza, ikakhulukazi embonini ye-pulp kanye nephepha, luye lwaba nezinguquko ezinkulu uma kuqhathaniswa nesikhathi esifanayo ngo-2022. Umhlaziyi wolwazi uZhuo Chuang u-Chang Junting utshele intatheli ye-"Securities Daily" ukuthi ngo-2022, ngenxa yezici eziningi ezifana nezindaba eziqhubekayo zokuhlinzeka-side kanye ne-pulp kanye nokwenyuka kwentengo yezinkuni, kuzohlala kukhuphuka kwentengo yezinkuni. inzuzo yezinkampani zamaphepha. Kodwa-ke, kusukela ngo-2023, izintengo ze-pulp zehle ngokushesha. "Kulindeleke ukuthi ukwehla kwentengo ye-pulp yezinkuni kujule ngoMeyi kulo nyaka." Kusho uChang Junting.preroll king size box
Kulo mongo, umdlalo omile phakathi komfula okhuphukayo kanye nozansi nomfula nawo uyaqhubeka futhi uyadlondlobala. Umhlaziyi weZhuo Chuang Information uZhang Yan utshele intatheli ye-"Securities Daily": "Imboni yamaphepha e-double offset ihlangabezane nokwehla okukhulu kwamanani entengo ye-pulp kanye nokusekelwa kwephepha eliphindwe kabili ngenxa yesidingo esiqinile. Inzuzo yale mboni ibuyele kakhulu. Ngakho-ke, izinkampani zephepha zinenani elihle. Ngomqondo wokuqhubeka nokubuyisela inzuzo, lokhu kuphinde kube yizinkampani ezihamba phambili zentengo yentengo."
Kodwa ngakolunye uhlangothi, imakethe ye-pulp ibuthakathaka, futhi intengo "diving" isobala. Ngakolunye uhlangothi, ukusekelwa kwemakethe kwamanani wephepha kunqunyelwe. Ngakolunye uhlangothi, umdlandla wabadlali abazansi nomfula wokuqoqa imali nawo wehlile. "Abasebenzi abaningi bephepha lamasiko bayabambezela futhi bafuna ukulinda intengo yehle ngaphambi kokuthi bakhuphuke." Kusho uZhang Yan.
Mayelana nalokhu kukhuphuka kwentengo kwezinkampani zamaphepha, imboni ngokuvamile ikholelwa ukuthi kungenzeka "ukufika" kwayo kwangempela kuncane kakhulu, futhi ngokuyinhloko kuwumdlalo phakathi komfula kanye nokwehla komfula. Ngokwezibikezelo zezikhungo eziningi, lesi simo somdlalo wokufa kwemakethe usazoba yindikimba eyinhloko esikhathini esifushane.
Engxenyeni yesibili yonyaka, imboni ingase izuze ukubuyiselwa kwenzuzo
Ngakho, imboni yamaphepha izophuma nini “ebumnyameni”? Ikakhulukazi ngemva kokuthola ukusetshenziswa okunamandla ngesikhathi seholide “lomhla lu-1 kuNhlaba,” ingabe isimo sesidingo setheminali sesibuyile futhi saba ngcono? Imaphi amamaki ephepha kanye nezinkampani ezizoba ngezokuqala ukungenisa ukululama kokusebenza?
Mayelana nalokhu, u-Fan Guiwen, umphathi jikelele we-Kumera (China) Co., Ltd., engxoxweni nentatheli evela ku-Securities Daily, ukholelwa ukuthi isimo samanje esibonakala sigcwele iziqhumane empeleni sinqunyelwe ezifundeni ezilinganiselwe nezimboni, futhi kusenezifunda eziningi nezimboni kuphela Kungashiwo ukuthi "ziyaphumelela kancane kancane". “Ngenxa yokuchuma kwemboni yezokuvakasha kanye nemboni yezindawo zokulala amahhotela, sizokhula kancane kancane isidingo sokupakishwa kwemikhiqizo yamaphepha ukuze ipheke, ikakhulukazi okupakishwayo njengezinkomishi zephepha nezitsha zephepha.” U-Fan Guiwen ukholelwa ukuthi iphepha lasendlini nezinye izinhlobo zePhepha lokupakisha kufanele kube ezokuqala ezisebenza kangcono emakethe.
Mayelana nephepha elinamekwe, olunye lwezinhlobo zephepha izinkampani eziphezulu zamaphepha “ezikhala ngazo” kulo mzuliswano, abanye abangaphakathi baveze engxoxweni nezintatheli: “Iphepha lezamasiko libe sesizini encane kakhulu kulo nyaka, futhi manje njengoba imboni yemibukiso yasekhaya isilulame ngokuphelele, ama-oda ephepha ahlanganisiwe nawo ayagculisa, futhi izinga lenzuzo uma liqhathaniswa nesikhathi sangaphambili selithuthukile.”
I-Chenming Paper itshele intatheli ye-"Securities Daily": "Nakuba intengo yephepha lamasiko iphinde yatholakala engxenyeni yokuqala, ngenxa yokwehla kwentengo yekhadibhodi elimhlophe, ukusebenza kwezinkampani ze-wood pulp paper kwakusengaphansi kwengcindezi ethile engxenyeni yokuqala.
Laba bangaphakathi embonini okukhulunywe ngabo ngenhla bakholelwa ukuthi le mboni njengamanje isesimweni sokuphuma phambili. Ngokuncipha kancane kancane kwezingcindezi zezindleko kanye nokululama kancane kancane kwesidingo sabathengi, inzuzo yezinkampani zamaphepha ilindeleke ukuthi ibuyele emuva.
I-Sinolink Securities ithe inethemba lokuthuthuka kwesidingo engxenyeni yesibili ka-2023, futhi ukubuyiswa kokusetshenziswa kuzophinde kusekele ukukhuphuka okumaphakathi kwamanani entengo yamaphepha, kuqhube inzuzo ngethani ibe ububanzi obubanzi.
Isikhathi sokuthumela: May-15-2023